Published on Mar 27, 2026

Frank Monitors: Smarter Financial Alerts for Real Life

Written by
Stuart LawderMar 27, 2026

Frank Monitors: Smarter Financial Alerts for Real Life

Keeping tabs on your financial life can feel like a full-time job. There’s so much to manage, and ultimately, you don’t know what you could be missing. That’s why we’re introducing Frank Monitors, smart financial alerts that help you track and manage your money automatically.

Why We Built Financial Monitors for Frank

Frank’s Monitors act like financial sensors, tracking your cash flow, spending, and balances automatically. When something changes, Frank sends you a quick alert so you can act before it becomes a problem.

Here are a few of the things Frank is on the look out for.

Cash Cushion: Get Ahead of Your Overdraft Alert

Never be surprised by an overdraft fee again. Frank now keeps an eye on your balance with Cash Cushion. If your account dips below $500 (or a different amount that you preset), he’ll send you an alert.

Idle Cash: Put Your Money to Work

Excess money sitting in a checking account is a wasted opportunity. If it were earning interest in a high-yield savings account, you’d be making money on your money – automatically. Frank takes the guesswork out and lets you know when it’s a good time to adjust your balances.

Overconcentration: An Eye on Your Holdings

Get a second look at your brokerage accounts. If a single holding exceeds 10% of the total balance, Frank will provide a clear breakdown to show you exactly where that concentration exists.

How Monitors Free You to Focus on What Matters

Sometimes knowing what questions to ask is actually the hardest part. Frank eliminates the guesswork and helps you optimize your financial picture so you can relax and focus on what you care about.

Want to see Frank in action? Click here to schedule a demo!

Frank is an AI-powered service provided by SmartPath Advisors, LLC, an investment adviser registered with the U.S. SEC. Registration does not imply a certain level of skill or training. This content is shown for educational purposes only.

Frank Monitors, smart financial alerts, financial monitoring, money management, track your money, manage your finances automatically

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© 2025 All Rights Reserved. Frank is an AI-powered service provided by SmartPath Advisors, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration with the Securities and Exchange Commission does not imply a certain level of skill or training. The advice, content, data, guidance, and/or information provided by Frank (collectively, Frank’s content) is based on user inputs, connected accounts, and Frank’s models and research. Frank’s content may contain errors and/or be outdated, and accordingly, Frank’s content should be carefully checked and verified by users prior to use or reliance. Any use or reliance on Frank’s content is at the user’s sole risk. We do not accept, assume, and/or agree to, and we expressly disclaim, any and all responsibility and/or liability for the use of, and/or reliance upon, Frank’s content. Without limiting the foregoing, Frank's content is not, and may not be construed as, legal and/or tax advice. Furthermore, all investing involves potential risk of loss, including the possible loss of principal. Past investment performance is not indicative of future investment performance.